Motilal Oswal Nifty Alpha 50 ETF · NSE:MOALPHA50
Motilal Oswal Nifty Alpha 50 ETF — Motilal Oswal Large and Midcap Fund — Investor Presentation (March 2022)
32 slides from Motilal Oswal Nifty Alpha 50 ETF's investor presentation, Mar 31, 2022
Slide 1: Large and Midcap Fund
Motilal Oswal Large and Midcap Fund 31st March, 2022 Today and Tomorrow’s Leaders in one Fund
Slide 2: Industry Categorization of Large Cap, Mid Cap and Small Cap stocks
Industry Categorization of Large Cap, Mid Cap and Small Cap stocks Large Cap Top 100 Companies Large and Mid Cap Funds: Mid Cap At least 35% investment in 101st to 250th Companies large cap stocks and 35% in mid cap stocks Small Cap 251st Company and beyond Source: As compiled by AMFI - As on 31st D
Slide 3: Why Large Caps?
Why Large Caps? Quality with relative stability and resilience. Strong balance sheet Experienced management teams, quality board and better stand of governance/disclosures Resilient as they can survive through different market cycles Relatively stable and less volatile Source: Internal MOAMC Researc
Slide 4: Why Large Caps? Room for growth
Why Large Caps? Room for growth. Nifty 100 constituents combined have a smaller market cap than the world’s largest company Market cap of Top 5 International companies Market cap of Top 5 Indian companies Market cap in Lakh Crs (INR) Market cap in Lakh Crs (INR) 220 179 174 143 126 18 14 8 8 5 Stock
Slide 5: Why Mid Caps?
Why Mid Caps? Potential to invest in the leaders of tomorrow: High Growth Prospect. Stable Pricing and Stable Growth and Consolidation Stable Pricing Revenue/Earnings Growth Growth Phase Revenue Growth Earnings Growth From Idea to Business Idea Phase Small Cap Mid Cap Large Cap Source: Internal MOAM
Slide 6: Large and Mid cap?
Large and Mid cap? A perfect mix of growth with lower volatility. Diversification across companies Nifty Large Nifty Midcap Nifty 100 Midcap 250 150 of various market caps Minimum -33.5% -33.8% -34.2% Stability of Large Caps Maximum 93.7% 104.8% 115.8% Growth of Mid Caps Average 15.7% 17.1% 19.2% Co
Slide 7: Introducing: Motilal Oswal Large and Midcap Fund
Introducing: Motilal Oswal Large and Midcap Fund FundA near 50:50 split between large cap and mid and small cap stocks. Focused on investing in industry leaders, positioned to benefit from market consolidation. 45% Large Mid Cap 40% 33% Cap 14 stocks 13 stocks 49% 14% stocks Small Cap 19% 5 Lead com
Slide 8: Broad Framework – QGLP Philosophy
Broad Framework – QGLP Philosophy Quality of business x Quality of management Growth in earnings • Stable business, preferably consumer facing • Volume growth • Huge business opportunity • Price growth • Sustainable competitive advantage • Mix change • Competent management team Q G • Operating lever
Slide 9: Additional Framework within the QGLP Philosophy
Additional Framework within the QGLP Philosophy Size of Opportunity Growth of Industry Market Share Gain - Glassdoor scores Focus on Cash flow Read annual reports of - Inhouse checklist statement more than P&L last 3 years in forensic - middle level management and BS way - ex-employees Source: Inter
Slide 10: QGLP Exemplified
QGLP Exemplified Quality FY23E RoE of 18% Growth 16% EPS Growth Expected over FY22-24 Longevity High Price PE: 25x FY24E, PEG 2 Years: 2.1x Data as on 31st March 2022 Source: MOAMC Internal Research
Slide 11: The Size Advantage
The Size Advantage Smaller sized funds are more agile in stock picking. Scheme Name AUM(Cr.) Scheme 1 79 Scheme 2 145 Scheme 3 202 Motilal Oswal Large and Midcap Fund has Scheme 4 308 Scheme 5 506 less than 1/3rd the Category Average AUM Scheme 6 622 Scheme 7 699 Motilal Oswal Large & Midcap 1168 AU
Slide 12: High Concentrated Portfolio Plays across 3 Themes
High Concentrated Portfolio Plays across 3 Themes 1 Consolidation in the lending space Top 5 banks command 46% market share in India, versus 80% as seen in countries globally Distinctive and durable market leaders likely 2 Supply side consolidation to benefit despite short term headwinds 3 Consumer
Slide 13: Aligned towards Economic Recovery
Aligned towards Economic Recovery Recovery Play – 68% Essentials – 32% IT 4% Telecom Real Estate 3% Anciliary plays, Healthcare 16% 20% Lenders , 28% Staples Consumption 1% Industrial Plays , 10% Insurance 4% Discretionary Consumption, 13% Data as on March 31, 2022 The Sectors mentioned above are us
Slide 14: 68% of the Portfolio is Aligned towards Beneficiaries of Economic Recovery
68% of the Portfolio is Aligned towards Beneficiaries of Economic Recovery Birla Corp 3% Real Estate Ancillary Dalmia Bharat 2% Crompton Consumer 3% Plays ICICI Bank Limited 10% Kajaria Ceramics 2% Jindal Stainless 2% HDFC Bank Limited 3% UltraTech Cement 4% Lenders Axis Bank Limited 5% Real Estate
Slide 15: 32% of the Portfolio is Aligned towards Essentials
32% of the Portfolio is Aligned towards Essentials Infosys Ltd 4% IT IT 4% Torrent Pharmaceuticals Telecom Bharti Airtel 3% 3% Telecom Ltd 3% Healthcare Fortis Healthcare Ltd 4% Consumption 20% Healthcare Dr. Lal Pathlabs 4% Staples Hindustan Unilever Limited 1% Staples Consumption JB Chemicals & 1%
Slide 16: High Conviction Portfolio
High Conviction Portfolio A high concentration portfolio consisting of 32 stocks. Banks 22.6% Top 10 Equity Holdings Healthcare Services 10.5% Cement & Cement Products 9.1% Script Weightage (%) Finance 7.9% ICICI Bank Limited 9.8% Retailing 6.2% Cholamandalam Investment and Finance Company Ltd 5.8%
Slide 17: Scheme Performance
Scheme Performance 1 Year Since Inception Point to Point Returns (%) CAGR (%) Rs. 10000 CAGR (%) Rs. 10000 Motilal Oswal Large and Midcap Fund 17.6 11,764 20.2 15,705 Nifty Large Midcap 250 Index TRI (Benchmark) 22.9 12,290 25.1 17,328 Nifty 50 TRI (Additional Index) 20.3 12,026 19.4 15,462 1 Year S
Slide 18: Annexure
Annexure
Slide 19: Theme 1: Consolidation in the Lending Space
1 Theme 1: Consolidation in the Lending Space Top 5 banks command 46% market share in India, versus 80% as seen in countries globally. Top 5 banks in India to PSU to PVT value Strong liability franchises Attractive valuations consolidate market share migration to continue • Financial stocks were • T
Slide 20: Theme 2: Supply Side Consolidation
2 Theme 2: Supply Side Consolidation Distinctive and durable market leaders likely to benefit despite short term headwinds. India’s growth potential Economic environment to Focus on market leaders Look beyond the short term remains intact accelerate consolidation • Template for multi- • Every downtu
Slide 21: Theme 3: Consumer Discretionary
3 Theme 3: Consumer Discretionary Long runway for growth. Evolution of the household-income profile in India High Income & Upper Middle Segment • 1 in 4 households today • 1 in 2 households by 2030 Note: Low income: <$4,000, Lower-mid: $4,000-8,500, Upper-mid: $8,500-40,000, High income: >$40,000 ba
Slide 22: Fund Managers
Fund Managers For Equity Component: Mr. Aditya Khemani: • Rich Experience: Mr. Aditya has overall 14 years of experience in the Indian equity markets; last 10 years in the role of a portfolio Manager. • Academic Background: Prior to joining Motilal Oswal Asset Management Company Ltd., He was associa
Slide 23: Fund Facts
Fund Facts Type of the Scheme An open ended equity scheme investing in both large cap and mid cap stocks. Category of the Scheme Large and Midcap Fund The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Investment Objective Midcap stock
Slide 24: Disclaimer
Disclaimer This presentation has been prepared and issued on the basis of internal data, publicly available information and other sources believed to be reliable. The information contained in this document is for general purposes only and not a complete disclosure of every material fact and terms an
Slide 25: Product Labelling
Product Labelling THINK EQUITY 25 THINK MOTILAL OSWAL
Slide 26: Performance of other schemes managed by Aditya Khemani
Motilal Oswal Mutual Funds Performance of other schemes managed by Aditya Khemani Name of Fund Manager: Aditya Khemani 1 year 3 year 5 year Since Inception Inception Period Scheme Benchmark Scheme Benchmark Scheme Benchmark Scheme Benchmark Date Return (%) Return (%) Return (%) Return (%) Return (%)
Slide 27: BUY RIGHT SIT TIGHT
BUY RIGHT SIT TIGHT Motilal Oswal Long Term Equity Fund THINK EQUITY THINK MOTILAL OSWAL
Slide 28: Performance of other schemes managed by Abhiroop Mukherjee
Motilal Oswal Mutual Funds Performance of other schemes managed by Abhiroop Mukherjee Name of Fund Manager: Abhiroop Mukherjee 1 year 3 year 5 year Since Inception Inception Period Scheme Benchmark Scheme Benchmark Scheme Benchmark Scheme Benchmark Date Return (%) Return (%) Return (%) Return (%) Re
Slide 29: BUY RIGHT SIT TIGHT
BUY RIGHT SIT TIGHT Motilal Oswal Midcap 30 Fund Motilal Oswal S&P 500 Fund THINK EQUITY THINK MOTILAL OSWAL
Slide 30: BUY RIGHT SIT TIGHT
BUY RIGHT SIT TIGHT Motilal Oswal Large & MidCap Fund Motilal Oswal Ultra Short Term Fund THINK EQUITY THINK MOTILAL OSWAL
Slide 31: BUY RIGHT SIT TIGHT
BUY RIGHT SIT TIGHT Motilal Oswal Dynamic Fund Motilal Oswal Flexi Cap Fund THINK EQUITY THINK MOTILAL OSWAL
Slide 32: Thank you
Thank you
Motilal Oswal Large and Midcap Fund — Investor Presentation (March 2022) on 6ix